Digital Realty Trust Inc (DLR)vsFour Corners Property Trust Inc (FCPT)
DLR
Digital Realty Trust Inc
$200.94
+3.28%
REAL ESTATE · Cap: $71.36B
FCPT
Four Corners Property Trust Inc
$25.57
+0.99%
REAL ESTATE · Cap: $2.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 2047% more annual revenue ($6.31B vs $294.13M). FCPT leads profitability with a 38.2% profit margin vs 21.8%. FCPT trades at a lower P/E of 23.2x. DLR earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy61
out of 100
Grade: C+
FCPT
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-31.5%
Fair Value
$132.74
Current Price
$200.94
$68.20 premium
Margin of Safety
+40.3%
Fair Value
$42.31
Current Price
$25.57
$16.74 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 69.4% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
16.7% revenue growth
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 62.6%
Reasonable price relative to book value
Areas to Watch
ROE of 5.7% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.6% earnings growth
ROE of 7.3% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : DLR
The strongest argument for DLR centers on EPS Growth, Market Cap, Profit Margin. Profitability is solid with margins at 21.8% and operating margin at 17.4%. Revenue growth of 16.7% demonstrates continued momentum.
Bull Case : FCPT
The strongest argument for FCPT centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 38.2% and operating margin at 62.6%.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, Debt/Equity, PEG Ratio. A P/E of 53.2x leaves little room for execution misses.
Bear Case : FCPT
The primary concerns for FCPT are EPS Growth, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
DLR profiles as a growth stock while FCPT is a mature play — different risk/reward profiles.
DLR carries more volatility with a beta of 1.09 — expect wider price swings.
DLR is growing revenue faster at 16.7% — sustainability is the question.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DLR scores higher overall (61/100 vs 54/100), backed by strong 21.8% margins and 16.7% revenue growth. FCPT offers better value entry with a 40.3% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Digital Realty Trust Inc
REAL ESTATE · REIT - SPECIALTY · USA
Digital Realty Trust, Inc. is a real estate investment trust that invests in carrier-neutral data centers and provides colocation and peering services.
Visit Website →Four Corners Property Trust Inc
REAL ESTATE · REIT - RETAIL · USA
Four Corners Property Trust Inc. (FCPT) is a distinguished real estate investment trust (REIT) focused on acquiring and managing a diversified portfolio of high-quality retail and restaurant properties throughout the United States. The company mainly invests in single-tenant net lease properties, strategically aligning its interests with well-established restaurant brands to ensure stable cash flow and sustainable growth. FCPT's commitment to rigorous asset management and a robust leasing framework positions it favorably in a dynamic retail landscape, aiming to optimize long-term value for its investors while responding adeptly to evolving consumer demands.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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